ANFVX Mutual Fund

ANFVX Mutual Fund

NAV$17.46
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Returns Overview

1 Month
-4.14%
3 Months
-5.15%
6 Months
+6.80%
YTD
+11.60%
1 Year
+16.49%
3 Years (annualized)
+12.10%
5 Years (annualized)
+7.09%
10 Years (annualized)
+7.22%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would ANFVX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Value Index(^RUJ)
This Mutual Fund (YTD)
+11.60%
Peer Avg (YTD)
+10.34%
vs Peers
+1.25%

ANFVX Mutual Fund Performance

ANFVX performance across multiple time periods: 1-month -4.14%, YTD 11.60%, 1-year 16.49%, 3-year 12.10%, 5-year 7.09%, 10-year 7.22%.

ANFVX returns outperform the peer average of 10.34% YTD. With an expense ratio of 0.77%, investors should weigh costs against performance when evaluating this mutual fund.

ANFVX vs another fund shows side-by-side returns. ANFVX alternatives are available in the Mutual Fund Screener.